Engage Discounts & Coupons
Engage allows you to generate unique discount codes to include in emails sent to customers. They are completely unique for each email sent.
When creating an Engage automation, you'll find an area on the Message page for including discounts:
If you'd like, you can click the Add Discount button to add one. It will bring up a dialog that looks like this:
You'll find almost all of the settings that you see in WooCommerce when generating a coupon. They are split into three sections: General, Restrictions, and Limits. We will start with General:
Discount Type: This the type of discount you'd like to offer. It can be one of the following:
- Percentage discount – A percentage discount for the entire cart. For example, if the cart contains three (3) t-shirts @ $20 each = $60, a coupon for 10% off applies a discount of $6.
- Fixed cart discount – A fixed total discount for the entire cart. For example, if the cart contains three (3) t-shirts @ $20 each = $60, a coupon for $10 off gives a discount of $10.
- Fixed product discount – A fixed total discount for selected products only. Customer receives a set amount of discount per item. For example, three (3) t-shirts @ $20 each with a coupon for $10 off applies a discount of $30.
- Subscriptions: Sign Up Fee Discount.
- Subscriptions: Sign Up Fee % Discount.
- Subscriptions: Recurring Product Discount.
- Subscriptions: Recurring Product % Discount.
Amount: Fixed value or percentage, depending on discount type you choose. Entered without a currency unit or a percent sign, which are added automatically, e.g., Enter ’20’ for $20 or 20%.
Expires In: How many days after being generated and sent that the coupon should expire. Leave it blank if there should be no expiry.
Code Prefix: Metorik will generate a random coupon code for each automation by default. By adding a prefix (like XMAS), we'll add it to the start of each code, so instead of being for e.g., '9213AI20P', it would be 'XMAS9213AI20P'.
Allow Free Shipping: Removes shipping cost when coupon is used. Requires Free Shipping to be enabled.
Next up is the Restrictions section:
Minimum Spend: The minimum spend (subtotal) allowed to use this coupon.
Maximum Spend: The maximum spend (subtotal) allowed to use this coupon.
Individual Use Only: Check the box if you don’t want this coupon to be used in combination with other coupons. By default, this is checked.
Exclude Sale Items: Check this box if the coupon should not apply to items on sale. Per-item coupons will only work if the item is not on sale. Per-cart coupons will only work if there are items in the cart that are not on sale.
Restrict to customer email: Check this box if you want the coupon to have an email restriction so it can just be used by the email of the customer who received the coupon.
Products: Products that the coupon will be applied to, or that need to be in the cart in order for the 'Fixed cart discount' to be applied.
Exclude Products: Products that the coupon will not be applied to, or that cannot be in the cart in order for the 'Fixed cart discount' to be applied.
Categories: Categories that the coupon will be applied to, or that cannot be in the cart in order for the 'Fixed cart discount' to be applied.
Exclude Categories: Categories that the coupon will not be applied to, or that cannot be in the cart in order for the 'Fixed cart discount' to be applied.
Finally, the last section is Limits:
Usage Limit (per coupon): This is the number of the times the coupon can be used. By default, it is set to 1, but if you wanted to let the receiving customer use it multiple times, this option lets you define the limit.
Usage Limit (to X items): The maximum number of individual items this coupon can apply to when using product discounts. Leave blank to apply to all qualifying items in the cart.
You can optionally check the 'auto-apply coupons' setting to automatically apply the generated coupon for the customer when they click a link in an email. This way they won't need to manually copy and paste the coupon when checking out.
If you have a generic coupon you want to automatically apply, you can do that by simply adding ?mtkc=COUPON to any store links, where COUPON is a valid coupon code. So for example, if my store link is http://teststore.com and my coupon code was HAPPY25, I'd send customers to http://teststore.com?mtkc=HAPPY25.
If you'd like to apply a generic coupon code to cart recovery links though, check out the doc on that here as the instructions differ a bit.
Delete expired coupons automatically
When coupons expire, you may want them to be deleted automatically since they can't be used any more but are taking up space in your database. To do so, I'd recommend following this guide.